Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
CI Characteristics Designer
CI Characteristics Designer for Creatio
Create additional dynamic characteristics for your configuration item
Customer filters in Visit scheduling for Pharma Creatio
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio
Banza cases by schedule for Creatio
Quickly create and automate cases according to a schedule
